KCS Wealth Advisory’s Public Storage PSA Stock Holding History

KCS Wealth Advisory’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-135	Closed	-$33.1K	–	341
2019 Q3	$33.1K	Buy	+135	New	+$33.9K	0.02%	270

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KCS Wealth Advisory's PSA Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Public Storage (PSA) in Q4 2019, closing a stake of 135 shares — an estimated $33.1K sold.

KCS Wealth Advisory first reported a position in PSA in Q3 2019 and held it in 1 quarter. The position peaked at $33.1K in Q3 2019. 756 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

KCS Wealth Advisory reported no remaining Public Storage position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 135 Public Storage shares in Q4 2019, an estimated $33.1K.
KCS Wealth Advisory first reported a position in Public Storage in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Public Storage position peaked at $33.1K in Q3 2019.
756 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.